Triangle Securities Wealth Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $377 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $14.6M, Schwab Strategic U.S. Mid Cap with a value of $14.2M, Vanguard Information Technolog with a value of $12.9M, Microsoft Corp with a value of $11.7M, and Spdr S&P 600 Small Cap Value E with a value of $10.8M.
Examining the 13F form we can see an increase of $28.5M in the current position value, from $349M to 377M.
Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
ETFs: $140 Million
Financial Services: $50.7 Million
Technology: $43.1 Million
Industrials: $26 Million
Healthcare: $24.5 Million
Consumer Cyclical: $19.6 Million
Consumer Defensive: $17.4 Million
Communication Services: $17.1 Million
Other: $28.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
